Affinity Financial Solutions, LLC provides financial advisory and integrated wealth management services. We are dedicated to making a difference in your life by helping you achieve your investment goals, peace of mind and financial security.
Our Mission: To help you invest wisely, live well and achieve your personal goals through sound financial advice, integrity and a commitment to service beyond expectation. Click here to learn more about us.
We are a fee-based independent Registered Investment Adviser (RIA) with the State of Connecticut. We specialize in creating solutions for our clients in the areas of retirement planning, financial planning and investment management for individual investment portfolios, IRA’s, trusts and retirement plans. As a fiduciary we put your interests first. As Independent Registered Investment Advisers (RIAs), we are not obligated to sell proprietary products or charge large upfront commissions. Taking the concept of independent advice, our clients are better served with a Fiduciary who is obligated to act in the client’s best interest.
- Investment Advisory Services
- College Planning
- 401k, IRA’s & IRA Rollovers
- Financial Planning
- Retirement Planning
- Insurance and Wealth Preservation